Message Settings

This article is a run through on the Settings available for the messaging feature in the hub. It will cover the process on how to arrange a Primary Administrator, a Welcome Message, Reporting on Messaging Usage and Disabling Community in Your Hub.

How to access the settings for Messages

  1. From Admin View, click your name on the top-right corner
  2. Select Settings from the dropdown menu that appears
  3. On the left bar, choose Messaging > Messaging Settings

Setting a Primary Administrator for Messages

You can choose which administrator(s) receive messages from Advocates under Primary Admin section of Messaging Set Up. You have the option to select one or multiple admins who will receive all messages from your Advocates. By selecting multiple admins, the likelihood of a message being missed is reduced. Once you've made your selection, ensure to Save Changes.


Setting a Welcome Message

You can also set an automated welcome message from the Primary Admin(s) to new advocates. This is a great way to inform new users of who you are and how to contact you.

You can access this setting right under the Primary Admin setup. As a recap:

  1. From Admin View, click your name on the top-right corner
  2. Select Settings from the dropdown menu that appears
  3. On the left bar, choose Messaging > Messaging Settings
  4. Scroll down to Welcome Message section

From here, you can turn this function on or off by using the toggle on the right-hand side and edit the message as well. When turned on, new advocates will automatically receive this message from the Primary Admin once they join the program.


Reporting on Message Usage

In the reports tab, you can pull stats on how many messages were sent and who your most active advocates are on messaging via the "explore" feature in reporting. This will include all messages sent (including messages sent to admins and other advocates).

Here is an example of how'd you would pull the top messaging advocates for a sample hub. 

1) Go to the Advocates tab and click on the "Explore from Here" gear on the Most Engaged Advocates widget.

2)  Scroll down on the left side and click the " Filter" button next to the Type column under Engagements. Under filters section make the filter "Engagement type is equal to message_sent".

3) Click Run and you will get your list.


Disabling Community in Your Hub

It should be noted that advocates can message any other advocate in the hub. For example, if you have Employees and Customers in the same hub, customers will be able to message employees and vice versa.

If this is an issue, you can contact your coach or support to disable community features in your hub.

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